Dynamics CRM 2015 Settings

This page provides a quick reference to the settings under the SETTINGS sitemap menu (in the CRM 2015 Web UI).

The SETTINGS site map has 16 menu options by default. On most screens, not all of the menu options are visible at once so you'll likely need to scroll to the right (or use the mouse wheel) to see the remainder of the options.

Default Sitemap Sections for CRM 2015 Settings

The list below shows the SETTINGS site map menu options in the order they appear in a new instance of Dynamics CRM 2015.

Business Management
Templates
Product Catalog
Service Management
- Case Settings
- Service Terms
- Templates
- Service Scheduling
Customizations
Solutions
Dynamics Marketplace
Administration
Security
Data Management
System Jobs
Document Management
Auditing
Email Configuration
Activity Feeds Configuration
Activity Feeds Rules
Processes

Fiscal Year Settings

Set the start date, template, and display options for the fiscal year and fiscal period used for tracking sales goals.

Goal Metrics

Define and manage the kinds of goals that your organization tracks.

Business Closures

Create a list of holidays and other times when the business is closed.

Facilities/Equipment

Add facilities and equipment for service scheduling. Change information about resources or delete existing resources.

Queues

Create and manage service queues, and manage the membership of private queues. Establish criteria for automatic case creation.

Resource Groups

Add new groups and new members to existing groups for service scheduling. Update group information and delete groups or group members.

Salespeople with Quotas

Add new salespeople. Add quotas to salespeople. Edit information about salespeople and deactivate salesperson records.

Sales Territories

Create new sales territories and assign territory managers. Add and remove members, modify territory information, and delete territories.

Services

Add new services for service scheduling. Change service information and deactivate existing services.

Sites

Create new sites or office locations where service operations take place. Add and remove resources, change site information, or delete sites.

Subjects

Manage the subject hierarchy for your organization's products, literature, and articles.

Currencies

Add new currencies or change the exchange rates for existing currencies.

Connection Roles

Create, edit, and delete the standard labels used to define connections between records.

Relationship Roles

Manage the standard labels users can apply when they define relationship roles between accounts, contacts, and opportunities.

Article Templates

Create and manage templates for articles in the knowledge base.

Contract Templates

Create and manage templates for contracts.

Email Templates

Create and manage templates for email messages.

Mail Merge Templates

Upload and manage Word templates for use with mail merge.

Families & Products

A product is an item in the product catalog that you want to sell to your customers. In this section, you manage products, set up product family hierarchies, create product bundles, and manage properties of product records. You can publish, revise, or retire product records, and also reclassify them to move them to other areas of the product catalog.

Price Lists

A price list specifies what prices can be charged for each unit in the unit group of a product. In this section, you create, manage, and delete price list line items and price lists in the product catalog. You associate and disassociate products with price lists. You also specify various pricing options in the price list line items, such as the quantity selling option, the pricing method, and the rounding options.

Discount Lists

A discount list contains the specific discounts that can be applied to a product, based on volume purchased. In this section, you create, manage, and delete discount lists in the product catalog.

Unit Groups

A unit group contains the base unit a product is available in, such as a liter, and then lists all the different increments that this base unit is packaged for sale. For example, if the base unit is a two-liter bottle, then that product could be sold individually as a two-liter bottle or in a case containing 6 two-liter bottles. In this section, you create, manage, and delete units and unit groups in the product catalog.

Case Settings

Queues

Create and manage service queues, and manage the membership of private queues. Establish criteria for automatic case creation.

Parent and Child case settings

Specify the information to be inherited from a parent case to child cases. Define case closure cascade settings between parent and child cases.

Routing Rule Sets

Create or delete case routing rules. Change existing rule information, such as conditions, order, and actions.

Automatic Case Creation Rules

Create and manage automatic case creation rules for CRM queues. Set up automatic case creation for email and social records that get added to a queue.

Subjects

Create and manage information in a subject tree. This helps to categorize an organization's cases to identify frequent requests and problem areas.

Service Terms

Service Level Agreements

Create and manage service level agreements (SLAs), and associate them to a customer service schedule. Define failure and warning violation time, and the actions associated with SLAs.

Entitlements

Create and manage entitlements, and associate them with a customer. Define and manage entitlement terms of service for multiple channels.

Holiday Schedule

Create and manage a list of holidays for the customer service schedule. Associating the holiday schedule with a service schedule determines SLA time calculations.

Service Configuration Settings

Set system-level service settings for your organization.

Customer Service Schedule

Create and manage customer service schedules for the organization.

Templates